1IA

1834 Investment Advisors Portfolio holdings

AUM $815M
1-Year Est. Return 12.59%
This Quarter Est. Return
1 Year Est. Return
+12.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$663M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$7.61M
2
+$5.66M
3
+$2.9M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.81M
5
KSS icon
Kohl's
KSS
+$2.74M

Top Sells

1
+$8.5M
2
+$8.11M
3
+$7.86M
4
HON icon
Honeywell
HON
+$5.85M
5
CSCO icon
Cisco
CSCO
+$5.73M

Sector Composition

1 Healthcare 7.21%
2 Technology 6.64%
3 Industrials 5.97%
4 Financials 5.95%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K ﹤0.01%
+204
352
$14K ﹤0.01%
124
353
$13K ﹤0.01%
+72
354
$13K ﹤0.01%
+99
355
$13K ﹤0.01%
1,000
356
$13K ﹤0.01%
741
357
$13K ﹤0.01%
551
+142
358
$12K ﹤0.01%
30
359
$12K ﹤0.01%
+75
360
$12K ﹤0.01%
+239
361
$12K ﹤0.01%
530
362
$12K ﹤0.01%
+705
363
$12K ﹤0.01%
106
-103
364
$12K ﹤0.01%
+225
365
– –
0
366
– –
0
367
$11K ﹤0.01%
27
368
$11K ﹤0.01%
437
+237
369
$11K ﹤0.01%
+260
370
$11K ﹤0.01%
192
371
$10K ﹤0.01%
+37
372
$10K ﹤0.01%
353
373
– –
0
374
$10K ﹤0.01%
+405
375
$10K ﹤0.01%
400
13 14
15
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